Pre-Listing Document Preparation

• Prepare required seller documents prior to listing

• Assist with document completion and organization

• Upload and manage partial documents in the MLS as needed

• Ensure listing files are compliant before going active

Contract & File Setup

• Review the purchase agreement and associated documents for accuracy and completeness

• Prepare and distribute all required transaction documents

• Open and maintain a complete, compliant transaction file

• Ensure all necessary parties receive executed copies

Timeline & Deadline Management

• Track all contract deadlines from acceptance through closing

• Monitor inspection, appraisal, and contingency timelines

• Send reminders to help prevent missed or overlooked deadlines

Inspection & Negotiation Support

• Coordinate inspection timelines

• Prepare and distribute inspection-related documents and repair agreements

• Track negotiation deadlines and executed documents

Title, Lender & Third-Party Coordination

• Open title and maintain communication with the title company

• Coordinate with lenders, inspectors, and agents as needed

• Monitor appraisal status and related documentation

Ongoing Communication

• Serve as a central point of contact for transaction-related updates

• Keep files organized and up to date throughout the process

• Proactively flag missing items or potential issues

Closing Preparation

• Confirm all final documentation is completed and submitted

• Assist with final walkthrough coordination

• Help ensure all closing requirements are met for a smooth closing day

Offer & Contract Preparation

• Prepare and review the purchase agreement and related documents

• Check for missing information, signatures, or required disclosures

• Draft and send amendments and addenda for electronic signature

• Distribute fully executed documents to your client, lender, and title company

Earnest Money Coordination

• Coordinate delivery of the earnest money deposit

• Obtain copies of earnest money checks for your records

• Obtain a signed earnest money agreement, if applicable

File Setup & Communication

• Open and maintain a complete, compliant transaction file

• Send a professional introductory email outlining next steps and key details

• Maintain consistent communication with the other agent, lender, and title company

Timeline & Deadline Management

• Track all key contract deadlines, including inspection, financing, and closing

• Add deadlines to your calendar to help prevent missed timelines

• Monitor progress toward Clear to Close

Inspection & Due Diligence Coordination

• Order and schedule the home inspection

• Coordinate septic inspections when applicable and provide invoices to title

• Confirm repair requests are executed and obtain receipts

• Obtain copies of septic inspections, surveys, and home warranties when applicable

• Verify home warranty invoices are provided to title

Appraisal & Lender Coordination

• Confirm the appraisal is ordered, scheduled, and completed

• Monitor appraisal-related documentation and timelines

Closing Preparation

• Confirm the settlement statement or closing disclosure is sent for signatures
  (final approval handled by agent and lender)

• Confirm the final walkthrough is scheduled

• Assist with final closing details to ensure a smooth closing day

Post-Closing Support

• Send a thank-you note and review request to your client, if requested